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20130201
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CNBC
Jan 28, 2013 12:00pm EST
and why they're locked in and can't do well in a market environment like this. >> this has become the apple story a show me story. it used to be a benefit of the doubt story. it's completely changed. >> the problem, too, i think you have to look at what management's response has been to not only deterioration, stock, products, questions around it. i think tim cook has not done a good job addressing that. i will tell you this. to everyone's point, i actually think you will see money rotate back into apple if the overall market does see a little bit of correction almost as a defensive technology. >> shares of yahoo! up 30% since ceo marissa mayer took the rains. what do shareholders want to hear? good to have you here. give me your thoughts on apple and the problem. >> they're reacting now, before they were innovating and reacting to what other companies were doing an unusual position and remains a large holder in our fund. the stock is cheaply valued. this is teresting. they lost jobs and questioning whether the innovation gene within apple may be lost for good. cheap iphone, bigge
CNBC
Jan 28, 2013 1:00pm EST
environment sn environment. >> you know, jackie just mentioned coach. you will bring us through some winners and sinners too. >> everyone is in on this trade. the last five years haven't been the best on the 50e cannot my but a little retail therapy helped investors along the way. since 2007, three of the top ten of the s&p 500 are consumer discretionary companies. also, making up nearly half of the 42 component that have doubled in that time period with those bar bell retail traids providing investors with the highest returns. discounters including ross stores, tjx, dollar tree and family dollar, all gaining a hundred percent or more since the october 2007 peak, but so too have ralph lauren and fossil on the high ends. on the dow, home depot come in as the top performer. wal-mart number four. so home depot and wal-mart are two that are up double digits. consumer discretionary groups, both leading the broader s&p 500. but the bulk of retail earners are yet to hit the tape. that could change everything. especially after a sneak peek. sweel if this trade gets to rally or not. >> nice winners a
CNBC
Jan 29, 2013 2:00pm EST
. some given back in incentives but some sticking. the pricing environment in the u.s. seems to be healthy and that's our expectations going through 2013. >> as you take a look at shares of ford, keep this in mind. it's a stock while down 5% this year, up 6.5% last year. a the lo are saying this the evaluation play for now. until definite that they will move higher you might be getting ahead of yourself. you have a guest later that might say buy now but that's the evaluation. >> over at stern senior analyst mike ward from that firm joins us now. he's got a buy on the stock. mike, what is the single or most one or two powerful arguments you've got for our audience about why they need to spend their hard earned money on ford stock. >> thanks for having me. first off in europe, mentioned the company did expect a loss of $2 billion in 2013. about half of that or close to a billion dollars, one-time unusual charges that won't occur again in 2014. ford is being very proactive in its restructuring in europe. that's good news. >> sorry, go ahead. >> i'm sorry, go ahead. the second th
NBC
Jan 24, 2013 5:30pm PST
. ♪ chevron has been developing energy here for decades. we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> with temperatures in washington hovering in the 20s, what may be the last surviving housefly of the winter season was hovering in the white house today, and had an encounter with the president during a press event. >> that's why today i am nominating mary jo white to lead the security and exchange commission, and richard cordray to continue leading the consumer financial protection bureau. this guy is bothering me here. >> the incident left us with this unfortunate still photo of the president. and while we presume secret service wrestled the offender to the ground, the president has a history with flies, famously dispatching one during an interview with our own john harwood. >>> the roar that could be heard for miles today around huntsville, alabama was the test-firing of a vintage rocket
CNBC
Jan 24, 2013 7:00pm EST
. in that environment where credit is not expanding where you had cash flow impairments you've had a one quarter delayed significant reaction. >> i'll give you a maybe on that. i'll give you a maybe on that. here's what i want to talk about also. brian kelly, transports, transports, 1.7% up today. 10% up year-to-date. i'm very old-fashioned. i like the dow theory. if the dow is rising and the transports rising. what does that mean? to me that's bullish for the economy. >> if you look at some of the trucking names. normally take out the airlines. the airlines have done quite well if they reduced capacity although if you look at some of the reports i think it was u.s. air, but i believe they said that some of their seats were down a bit even though they cut capacity. that was a little bit of a warning sign. even on trucking side it was okay. but now as a trader and investing in the market you have to hook six months ahead. what will happen coming down. we know everything is done well. we know they are up 7%. what's the next move. that's where you get concern. >> we look at the leading indicators. pmi from
CNN
Jan 23, 2013 11:00pm PST
kangaroos. ♪ chevron has been developing energy here for decades. we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> welcome back. to the second half of "outfront." we start with stories we care about where we focus on our reports from the front lines. the family of junior seau's family is suing the nfl and helmet maker riddel, claiming his death was caused by violent hits during his career. he died of a self-inflicted gun shot wound to the chest last year and his family says the suit will send a message to the nfl to care for its former players to acknowledge what they call decades of deception on head injuries and player safety. >>> the house has passed a bill that would prevent the united states from hitting the debt ceiling. at least right away. it's dubbed the no budget no pay act. it was proposed by republicans and it lets the treasury department borrow money until mid-may, as long as congress
CNBC
Jan 29, 2013 5:00pm EST
haven't reached out and grabbed this completely benign environment, you've really underperformed. if you look at the housing prices, the schiller index out here, we're at six-year highs, november to november. you have a place, as guy said, rates are telling you what's going on. you know what they called the two year note? >> the bunde-schad. this is telling you that even germany, which was the ultimate fight to quality, they were negative ten basis points. >> yeah, it is the regret rally, for anybody who missed last year, you got to chase it up at these levels. i can find 20 different reasons why the market should go down but it just doesn't. it keeps going up. a lot of it does appear to be cash coming into the market. the market isn't necessarily reacting to good or bad news. it is just mechanical. scares me a little bit. >> to brian's point. it is institutional asset allocation. one of the things that came out of davos was an analysis of where earnings are and the earnings yield for the overall market, relative to german bonds, u.s. treasuries, et cetera. 7% are in the market, 2% yield
CSPAN
Jan 27, 2013 12:00am EST
think that, as a person that's covered energy and environment for as long as i have -- this surprised me. you get into hydraulic fracturing which is now all over the news. today going to put out rauls for fracking on public lands. and you almost -- and you almost make the case that corporation prosecute -- that corporate philosophy gave them a blind spot when it came to high drawlic fracturing, and you make an amazing point that rex tillerton, as a young engineer at the company, actually was using the technique and so do you think in that one case in the fracking case, that corporate philosophy of, let's manage our risks, make sure we make a certain return on what we do -- hinder them from tapping into what is now this huge gas, huge economic opportunity in this country with natural gas? >> guest: they were slow but they're often slow and then they're dissive. so they get to places late and then buy their way in. that's their pattern. never had a great reputation as the greatest spoil goss discoverers. i'm sure they have some wins and a story they tell. thes about successes in exploratio
CNBC
Jan 25, 2013 1:00pm EST
environme environment, sue, we are talking about slow growth in the economy, slow growth in earnings. in this kind of environment, you have to be tough on price, really tough on your entry point. and as i see it, we are a little bit overvalued and there is widespread optimism. you heard it in prior hour, a lot of optimism. i think quite frankly, what we need now and i hope for, cross my fingers, is about a 10% correction so we get to a level where stocks once again rep represent good value. i have a problem on value now. >> do you have value, jim, do you agree or not? >> i don't agree. i don't agree. i think what is most likely going to happen in the market, and i know a market up 12% in two month says very difficult to do. i think the most likely scenario as this market keeps grinding higher, keeps grinding higher, tempting people on the sideline. i think the biggest theme here is sideline money that could be put to work by people who feel that they are missing the prty. we grind higher with a couple occasional skips higher. am i nervous? absolutely i am. the vix, as you've seen, ra
CNBC
Jan 24, 2013 4:00am EST
, more nationalism and an economic environment that people are not totally pessimistic, but i think they expect to see more going forward. >> an thonenny jenkins from barclay's. good to see you. thanks for joining us. pick up with barclay's. what are the expectations of what they're going to do with that transformation and job cuts? but he clearly made the point. he said when we had strong revenue growth, the banking system as a whole didn't have to worry about cost. now we've got the right costs for the new environment we're in. and is this a cross to the board picture? >> definitely. banking ultimately is such for the underlying economy. so i think it doesn't take an economy to tell us that the next couple of years is going to be choppy and not the growth we've had for the last 20 years. banking has to go back to basics. fist, think about your revenue and cost base. here on the cost base, huge improvements. they've always been unmanaged because the revenue is growing so, you know, clearly matched to pay people twice as much as we have to. today, people working from i.t. to legal t
CNBC
Jan 23, 2013 7:00pm EST
their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> welcome back to "the kudlow report." i'm larry kudlow. in this half hour the house passes a bill to suspend the debt ceiling but the spending sequester cuts are still set to kick in on march 1st and i hope they do. now house speaker john boehner says president obama is out to annihilate the republican party. we'll talk about all that with new hampshire senator kelly ayotte and our political panel in just a few moments. >> also, big time golfers phil mickelson, tiger woods, lebron james and derek jeter are all supply siders. we'll explain that later this hour. >> i wasn't involved in the talking points process. as i understand it, as i've been told, it was a typical interagency process where staff, including from the state department all participated to try to come up with whatever was going to be made publicly available. >> that of course was secretary of state clinton today
CNBC
Jan 24, 2013 4:00pm EST
slowly. revenue is still growing rather slowly but still a pretty good environment. >> all right. here we go. the first of the earnings out from microsoft. we were expecting 75 cents. came in at 76 september, beating by a penny. the revenue was expected to be 21.53 billion. we got 21.46, so a little light on that. let's bring in our guests. max wolf from green press capital and david pearl next tomakers executive vice president and co-chief investment officer and jon fortt, anything to add on what we're seeing so far in the early statements of the microsoft report with stock up half a percent? >> yes, i've got a breakdown. >> 32.5, $1 billion on revenue is what we're getting on at&t right now and 44 cents for the eps is what we're getting for at&t as opposed to the expectation of 45, so it looks as though revenue was a little bit higher than exed, but looks as if the eps was one sent shorter than expected. we'll get back to microsoft right now and talk more about at&t earnings in just a second. >> don't you love it when they all come out at the same time. >> why can't you corporate guys c
FOX Business
Jan 25, 2013 4:00pm EST
outside of the normal in the office business environment. i met barry who runs real estate business. he joined my board. i bought his company call from davos. liz: there are deals at least the seeds are sown here? >> that's right. it creates personal relationships you know that create the relationships outside to make it work. liz: real estate business genesis of it was here has been huge for you guys. >> we started with frank. bought grub and el lis and brought the two together. very interest rates are great for commercial real estate. you can finance it cheaply. low interest rates is ails good for somebody. not good in the finance business but in the real estate business. liz: not good good for savers but good for that is right part of your business which brought in a lot of revenues. what is the most interesting conversation you've been a part of this time around? >> i met the t-shock i only word is the prime minister of ireland. what i thought was really interesting, he was very focused on business. he came here and his whole group is here to say we're open for business. we're focus
CNBC
Jan 30, 2013 6:00pm EST
in that environment? okay. retail sales weren't that bad. but they nose dived right at the end of the quarter. retailers were afraid to restock inventory figuring that spending would drop off the cliff right along with the nation's finances. it was all in all a very bad time for our nation. now, overlay the storm of the century for the northeast. one that shut down the wealthiest area of the country for several weeks and caused what ultimately may be $100 billion in damage. you had the physical shutdown from the storm neatly and miserably dovetailing with the mental shutdown caused by washington. the result, the abysmal and artificially reduced gross domestic product number we saw today. most money managers are fixated on that top-down analysis. they look at those numbers, they care, they correctly detected the secession the business in this country was undergoing. they pulled in their horns because of it. some cases, dramatically. i understood it. say we came in to 2013 over the fiscal cliff. i would say the vast majority of money managers out there believed we could be down 5%, 6%, 10% on t
CNBC
Jan 25, 2013 9:00am EST
's your take on the regulatory environment. it seems the financial services over the last couple of decades has been riding a wave of positives. deregulation, globalization. going forward economies are looking inward and regulation is only getting tougher. >> a lot of those customers you're talking about are our biggest customers, a lot of those financial institutions. as long as they are going to be facing a head wind like that, you see a cut on volume, too. they have fewer strategies they're carrying out because of all the capital charges. what i heard yesterday that i think is the biggest issue is not the breadth of the regulation, that's to be expected after a crisis, the problem is the lack of consistency across different jurisdictions. we all run international companies now. if you start to have the different regimes in different markets, it's almost impossible to run a business that way. i think that's what we have to struggle through still. that's going to be a head wind for a while, i'm afraid. >> you've got a lot of regulators in europe, in the u.s., and they're all wan
CNBC
Jan 25, 2013 4:00am EST
still being a drog for your business? >> you know, it certainly doesn't help that the environment here has been very difficult. there's a huge swing in sentiment over the last three or four months. the sentiment is ahead of reality at this point. but in terms of the pick up of our business, it's been meaningful and the first three or four weeks of this year have started very, very strong. >> mario draghi was there talking about banking supervision, largest banks will be supervised from frankfurt in the ecb. how does that all impact your european union? >> well, the direct impact, of course, is limited in as much as our principal regulators and supervisors are in the u.s. of course, we do operate in all of these markets and, therefore, our local units do have supplies by local rules. that goes without saying. i think the key issue is that regulatory certainty and stability and a revival testament in europe benefits the sector, benefits the markets and certainly, therefore, will benefit us indirectly. but i would say the direct impact on what we do day-to-day is somewhat limited, of cour
FOX Business
Jan 31, 2013 1:00pm EST
interest-rate environment created by the fed and also the money environment. that is why crude prices continue to rise with the stock market despite the weak economic data we have at hand. look at your other energy products on the session. natural gas has been a big winner in the face of cold weather temperatures, natural gas prices down slightly on the session. foyour wholesale gasoline price. gasoline prices have been rising up above $0.10 over the past month and are starting to catch up with those higher oil prices, so if you're worried about those gasoline prices at the pump, we're starting to see them come up in line with those oil and stock market prices. back to you guys. lori: that is fantastic news. melissa: bad news at the pump especially if you live in california with crude oil prices spiking, california motorist paying an average of $3.77 per gallon. it is the average. with refineries switching to costlier summer blend, voters could soon see $4. national gas prices currently average $3.42, up from $3.29 a month ago. matt smith is a commodity analyst here with more on what
CNBC
Jan 25, 2013 4:00pm EST
really see an environment here where it's really going to be a golden age for individual -- >> like which ones? >> stock selection and active managers. >> pin it down. give us some names. >> okay. well, we like the theme of oil by rail. trinity industries which makes cars that move rail. we like a derivative of the housing recovery briggs & stratton. we also like names where there is kind of secular growth opportunities and we see a shoe carnival as a small retailer regardless of what happens with the consumer we think they can really grow their store base and do it all organically. >> got it. >> shoes on a ship? >> shoe carnival. >> marc travis does the dow get back to the record high in the next week or next week or two and then what happens? >> you know, i would hesitate to annualize up 6% for january. you know, i'm like eric. i'm searching for equity securities where there is a discount between price and value. i would differ a little bit with eric in the small cap space. if you look at the russel 2000 it trades at 16 times operating income. the inverse of that is 6.25, which to me th
CNBC
Jan 28, 2013 2:00pm EST
simple. 2013 is sort of already in expectations as being a slow growth flattest revenue environment. but as we go into 2014, you can see strong housing starts. can you see an improving emerging market business for all of my companies. and with that, you get margin leverage. so first of all, my companies have been doing pretty well with margins. you put increasing sales growth from just the better business environment with already good margins and you get superior growth. and it is a cyclical space and i think people want cyclical stocks. >> and it has underperformed down about 13%. thank you, andy. >> thank you. >> couple of ones for you. "grow up" takes off with the one big thing that can power the economy. plus the one stock nobody seems to understand. but that keeps going higher. >> but first, ibored. the one thing that apple is not doing and maybe needs to do, and now. ♪ let's go. ♪ ♪ ♪ [ male announcer ] introducing the all-new cadillac xts... another big night on the town, eh? ...and the return of life lived large. ♪ >>> yeah, take a look at apple. really been a toug
CNBC
Jan 31, 2013 9:00am EST
of the environment for a housing ipo, this could be a very good day. already, they had to increase the size of the offering they prize above the range, $17, putting the valuation of the company more than $500 million t is going to trade at the post right behind us, we will get the inside scoop on where this thing looks like it will open. >> california this is a california home builder, san francisco area. also southern. look, when you go to the website, they are selling them like hot cakes. >> single-family homes. >> what does that say? california home builder going public? >> my, how far we've come. >> pulte's down, jim. >> pulte is down, jim. >> thank you. thank you for that wet blanket. that wet electric blanket. >> a wet signed blanket. >> anything else you need me to tell you? >> whatever you want. >> speaking of housing, we are going to talk to fettig from whirlpool in the 11 this morning. pricing is getting better but volume is not matching at all what new homes are doing. >> surprising, low single digits, the companies make a lot of money. they have got trade rulings that are their
CNBC
Jan 28, 2013 6:00am EST
environment for stocks. stocks fell 10% to 15%. >> but still we've had people say that we can still do 4%. that that's just normal. that's just normalized -- >> over time. >> long-term yield. there would be some trepidation initially but that's not going to be something that would -- >> -- health environment -- >> >> we're going to get a lousy gdp number. >> but that should be backward looking. hopefully the market knows this is in the past, this isn't now. i think all the sentiments this week we have them from every country i think except japan business sentiment surveys coming out. that's a much more forward looking indicator. we're going to be watching that and housing. those are going to drive things as well as talking about earnings. we have 20% of the week. that's going to be a lot -- >> -- of the earnings season. now is when stocks usually begin to slide after a 4% rally in the two weeks before and al alcoa we could be hitting a rough patch as well. >> you've got a big lump money and you're like -- >> you're -- >> yeah, exactly. >> crazy like a fox. yeah. >> the minute we get 5% y
CNBC
Jan 24, 2013 6:00am EST
. a portfolio that does well in different environments. so much of the driver of many asset class returns is based on how events actually transpire relative to expectations. so there's a certain discounted growth rate in equities. there's a certain discounted growth rate, certain assets. you can look at what's priced in. and then what happens is, you need to have environments a quarter of your portfolio, in assets that do well, when growth is faster than expected. or, a quarter when it's slower than expected. a quarter when inflation is higher than expected and a quarter when inflation is lower than expected. so you need to create a good structured portfolio, then you can make your bets. but this is a whole conversation on how to invest. >> here's a question just about bets. you know, you're making the argument, and explaining the need to have a diversified portfolio. but most people have diversified portfolio follow the market. meaning, whatever the s&p 500 is ultimately you're going to be up or down, somewhere around there. you, and some of your peers consistently outperform the market.
CNN
Jan 23, 2013 4:09pm PST
environment, you have to scratch your head and wonder what's going on. >> absolutely. it may sound ak ward to, but he's mormon, don't have sex before marriage. watch dr. drew at 9:00. he's looking into the story about the 15-year-old boy who killed his family in new mexico. that's tonight on dr. drew. >>> an the speaker of the house, john boehner, says the president's goal is to wipe out the republican party and an australian eats something unusual and it lands him in court. our financial advice is geared specifically to current and former military members and their families. [ laughs ] dad! dad! [ applause ] [ male announcer ] life brings obstacles. usaa brings retirement advice. call or visit us online. we're ready to help. learn more with our free usaa retirement guide. call 877-242-usaa. so i used my citi thankyou card to pick up some accessories. a new belt. some nylons. and what girl wouldn't need new shoes? and with all the points i've been earning, i was able to get us a flight to our favorite climbing spot even on a holiday weekend. ♪ things are definitely looking up. [ mal
FOX Business
Jan 24, 2013 9:20am EST
and what is the most of corn tissue of our time, the environment we live in. obviously we have to protect it. i think that is a possibility and probably something that may be effective. stuart: wouldn't do any good? >> if we could get bipartisan support, it could -- stuart: when it would lower carbon emissions in a miniscule, may be lower the temperature is your.1% over a longer period of time. it is just a fund of money. that is why -- that is what it is all about. >> those dollars would be used for other efforts to control and focus on changing climate. stuart: they would just fill government coffers with that the needed money. >> if that is the case they wouldn't be a good thing. stuart: when you are if in favor of carbon tax to raise money. >> i am not. i am in favor of it as a way of controlling, beginning to control global warming and giving resources to combat it. stuart: i want to bring you the answer to the quiz we brought you before the break. we asked who said this? i am quoting directly. i am so tired of hearing that the rich are not paying their fair share of taxes. yes we ar
FOX Business
Jan 29, 2013 11:00am EST
that in the future it could cause environment issues. >> they had 400 trucks a day coming in here. they still have about 40 trucks a day bringing in more debris. connell: when they get some of this debris being used? spec they get a lot of wood. there is enough would to fill a football field piled as high or higher than the goalpost. some of that, and a lot of that debris is being incinerated. a lot of it is being broken down into mulch. some of it is being made available to ordinary citizens. in some cases, one man brought his own sawmill out there. >> and manufacturing a product that could be used again and people can say this came from sandy, the storm, that damaged and affected so many people. there is a positive that can come out of it. >> a lot has been accomplished. so much is still left to be done, though. connell: thank you very much. we will shift gears and talk about oil prices here in a few minutes. we will get to this whole keystone pipeline issue. first, we told you about google's eric schmidt and his journey over to north korea. now, you can see, i guess, the results of that trip. y
FOX Business
Jan 30, 2013 11:00am EST
are sitting at. the dollar had broken through. you have seen the euro at 13 month highs. with this environment, you are seeing gold up $20. this is the market taking a breather. it does not surprise people on wall street. let's take a look at chesapeake energy. we know that the ceo will be stepping down on april 1. there it is. up 5.5%. what is the potential going forward? it is what you should continue to follow. back to you before thank you, nicole. contracted for the first time in years. peter, good to see you. the ten year treasury yield is about 10%. the markets barely selling off. what do you say? >> they need to worry. it is interesting that the last quarter of the avant-garde is the weakest of his presidency. it shows me that the temporary euphoria of the stimulus is holding off. i think the fed is getting ready to up the dosage of the stimulus. interest rates are rising despite this it the dollar is tanking. if it was not for the japanese yen, imagine how low the dollar would be. i think it will break down a lot. look at oil prices knocking on the door at $100 a barrel. more people wi
NBC
Jan 27, 2013 11:00pm PST
always -- always relished that, thrived in that kind of environment. >> i think if you're prepared for a situation, you're going to be confident when you go out to try to win a football game or whatever you're doing, if you're prepared for it, you're going to be confident. head down, keep working. this isn't a time to relax and get out of your routine or stop working hard. this is when you should be working your hardest. >> dashon goldson had a quote that says pressure under pressure. that bodes well for us. >> reporter: well, this club does get pressure under pressure and they've got one more week of preparations leading up to next sunday at super bowl xlvii when they get ready to take on the baltimore ravens. later on we will bring you a full sports report. mindy has a reminder of one who is looking for a elusive super bowl ring. nbc bay area news. >> all right. thank you very much, jim. see you in just a bit. >>> and how's that for a sendoff for the 49ers this afternoon? diehard fans waited outside the team's training facilities in send them on their way to super bowl xlvii. man
CNBC
Jan 24, 2013 9:00am EST
of the pressure of lawsuits, pressure of the regulatory environment, the cost, what should investors expect in terms of that pressure this year? can you say that's behind or still dealing with these things? >> we still work through lawsuits on mortgage-backed security side and other areas. but compared to what we have gone through the last few years, it is largely behind us. >> have you been surprised at the move in your stock as well as the interest in banks over the last year? >> our stock was up over 100% last year and that's, you know, i think was a performance reflecting in the capital and the uncertainties around capital levels and things like that, that came through during the year. but we got the best franchise in the business. we have great earnings power. it has been covered up and you see the last couple of quarters, by putting away a few of the things that happened in the past. we're very confident that as that comes through, the people see the value in this company. >> we'll be watching eagerly. thanks very much. >> thank you. >> we appreciate it. brian moynihan joining us. car
CNBC
Jan 29, 2013 9:00am EST
will fight a rising ten-year yield environment. we're now 197. at least as of close of business yesterday. by june, a little above 2%. by the end of the year, 2.13%. not a lot. that may be one of the ropes why wall street is not so optimistic about stocks. it's got to fight this rising treasury yield. we'll see later in the afternoon that they're more optimistic about growth. they finally increased the gdp outlook but not by very much. let's look at what wall street thinks of the effect of this quantitative easing will have. pessimistic as they have been each time we asked this question about the ability of quantitative easing to lower unemployment. only 34% say qe will help in that regard. how about when it comes to lowering mortgage rates. a little more optimism. 54% versus 42%. bond yields, evenly split, 47%, 47%. but what can qe do? it can raise stock prices. 69% say it will have an effect on raising stock prices. we want to move on now to the next bit of the survey. when will the federal reserve hike rates. these are two distribution charts. it shows where the percentage of responden
CNBC
Jan 24, 2013 12:00pm EST
to see something above 65%. >> gina, let's talk about the macro environment. it is getting better. and what the market looks for is those -- those incremental data points, the new pieces of news. whether they're actually really good or just a little bit better than people expected or better than bad. so where are your thoughts on the economy, here in the states as well as globally, and how do you position for that? >> right. so when we look at the broader economic landscape, we use the leading economic indicators index which improved a touch in december. but it is still down on a year over year basis. or decelerating i should say on a year over year basis, tends to be the best leading indicator of earnings growth for the s&p 500 over time. i think unfortunately this is all perceptions with respect to the economic data. instead the leis are continuing to decelerate. some of the leading indicators have done a little bit of better in the december, november, december period versus the prior three months. but on the longer term scale, we see this ongoing desell ration. >> you don't thi
CNBC
Jan 25, 2013 12:00pm EST
environment. home was down big numbers. it will be the best part. >> carl icahn released a statement responding to the accusations that you have made towards him. he's also wanting to call in and respond to you directly. i will give you two choices. you can hang on the phone and we can bring mr. carl icahn in and you can have the discussion with me on live television, if you're up for that. >> the answer is, again, i think the focus here fundamentally i have nothing personal against carl icahn. unfortunately what happened is -- you know, if carl wants to come on, let's make it fun tv. let's put it to bed and move on. if you promise we can focus on whether herbalife is a pyramid scheme or not for the future of cnbc i'm happy to talk to carl on tv. >> if you would, hold on. we'll take a break, bring in carl and have the conversation right here live on cnbc. we're back in two minutes. again, carl icahn calling in to address bill ackman directly when we come back. this is $100,000. we asked total strangers to watch it for us. thank you so much. i appreciate it. i'll be right back. they d
CNBC
Jan 28, 2013 3:00pm EST
it, a goldilocks consistent and steady gdp growth. earnings growth. and that's a great environment for stox. now, the key thing is this whole notion with respect to when investors will be selling bond funds into equity funds. let's not get too excited. we had strong inflows in january of 2010 but that was after a double digit advance in 2009. some could be asset allocation. needs to see all of this develop over a longer period of time. not just because stocks were up last year. >> are they going to be pushed, though, by the fact that you have rates going -- i mean 10-year yield is at 2%. the investors are already being pushed to find something somewhere. >> here's the trigger. when liz ann's clients at schwab open up and see a negative sign to their bond fund that they purchased in 2012, that will be the impetus. when they see and feel that they're losing money in the -- >> that it hasn't worked. >> they're losing money. they weren't supposed to lose money. that was supposed to be their safety net. when they feel that pain, that's when you'll see a more concerted effort. >> is that
CNBC
Jan 28, 2013 5:00pm EST
. they haven't been giving guidance recently. there will be questions about what, about the environment, leads them to these particular numbers. also question about strength in search and whether they'll continue to see that strength. and the relative weakness in display advertising versus what people have been expecting. seems like they were getting better pricing on display ads but a lot fewer of the ads appearing. i expect if that's due to a shift to smartphones where yahoo! doesn't have a lot of adds right now and if they expect to monetize that traffic soon. >> jon, thank you so much. keep us posted on the developments there. revenue came in at $520 million versus a consensus of about $554 million. where do you stand on yahoo! at this point, tim? >> i stand on based what they're going to do with their buy-back. this stock was up 18%. i think people are waiting on this and waiting to see how they can monetize the rest of the balance sheet. i don't see a whole lot of organic growth. i think melissa has done a great job trying to bring forth this value. i don't need to own this stock. i thin
CNBC
Jan 29, 2013 3:00pm EST
the course they are going on, low interest rate environment and a big demand for credit so everything is right where it needs to be for this market to continue to grow here a little bit. also a little bit of a short squeeze and more importantly, scott, a performance squeeze, right? guys getting left at the gate here a little bit january. starting to fall behind on the performance and underperforming on the s&p, will worry about redemptions and those kinds of things. do i wait for the dip or get involved and a lot of people are saying i can't afford not to be involved in this market right now? >> hole, we're looking at the bond market today and sitting right about 2% or so on the ten-year. what is the level that pushes people in large numbers out of treasuries and into stocks in a meaningful and noticeable way? >> well, i think we've already seen some of that and clearly this 2% level, if you start breaching that moving higher, i think you're going to start seeing more money into treasuries and the equities. however, i would argue from a risk/reward segment that now is the time to buy
CNN
Jan 23, 2013 11:00pm EST
environment, you have to scratch your head and wonder what's going on. >>> still to come, the speake of the house john boehner says the president's goal is to wipe out the republican party. and an australian eats something unusual and it lands him in court. oh, i like it! [ garth ] sven's small business earns 2% cash back on every purchase, every day! woo-hoo!!! so that's ten security gators, right? put them on my spark card! why settle for less? testing hot tar... great businesses deserve great rewards! [ male announcer ] the spark business card from capital one. choose unlimited rewards with 2% cash back or double miles on every purchase, every day! what's in your wallet? here's your invoice. overmany discounts to thine customers! [old english accent] safe driver, multi-car, paid in full -- a most fulsome bounty indeed, lord jamie. thou cometh and we thy saveth! what are you doing? we doth offer so many discounts, we have some to spare. oh, you have any of those homeowners discounts? here we go. thank you. he took my shield, my lady. these are troubling times in the kingdom. more d
CNN
Jan 24, 2013 2:00am EST
environment, you have to scratch your head and wonder what's going on. >>> still to come, the speaker of the house john boehner says the president's goal is to wipe out the republican party. and an australian eats something unusual and it lands him in court. o important to make someone happy.♪ ♪it's so important to make someone happy.♪ ♪make just one heart to heart you - you sing to♪ ♪one smile that cheers you ♪one face that lights when it nears you.♪ ♪and you will be happy too. overmany discounts to thine customers! [old english accent] safe driver, multi-car, paid in full -- a most fulsome bounty indeed, lord jamie. thou cometh and we thy saveth! what are you doing? we doth offer so many discounts, we have some to spare. oh, you have any of those homeowners discounts? here we go. thank you. he took my shield, my lady. these are troubling times in the kingdom. more discounts than we knoweth what to do with. now that's progressive. >>> now our fifth story "outfront." taking down the republican party. house speaker john boehner told a group of republicans that after l
FOX Business
Jan 30, 2013 4:00pm EST
for the environment like we're in where you get some demographics and some requirements for health care actually helping you. but you also have some demand that will come as a result of the affordable care act. even though that is somewhat unpopular with some investors i think from fundamental analysis standpoint you really can find some names within the sector that will benefit like even as the economy is slowing. medtronic is one company in the med tech space we like quite a bit. for the last two years it has been suffering from secular growth deceleration. but you have had some cost cutting going on here. we think if you need a pacemaker, if you need sort of some spinal device that is not going to go anywhere. the concern in the entire sector has been around pricing and that information is beginning to clarify. liz: omar is running that company, a super smart guy. he is ready to accept and deal with the medical device tax. here is the three-month chart. looks absolutely gorgeous. let me get to robert luna. while eugene believes we'll see a six to 7% correction, you tell me what you foresee. >
CNBC
Jan 24, 2013 1:00pm EST
. basically we are looking for whether or not microsoft can actually do well in this post pc environment whether or not their mobile strategy and windows strategy can come together and be relevant in the post pc era we are living in. >> a lot of people who owned microsoft for a long time have to wonder, when is this stock ever going to perform. do you have an answer for that? >> again, it just comes down to whether or not the company's windows franchise could survive in the post pc era we are living in. their chances are pretty bleak. they do have, just like other people pointed out, they have a good strength in the enterprise business but the stock is really about, again, contraction in the consumer market, especially around the windows franchise. that is heavily what is driving their profit for the company. >> dihear you just say that you think the future of their platforms are pretty bleak? >> well, that's how the stock is reacting right now. you know, obviously they do have some chances here and there. again, they do have windows phone 8 that's out that seems to be gaining some tract
CNBC
Jan 24, 2013 6:00pm EST
normal seasonal guidance out of respect for that environment. and what really happened, the sequential story is very, very strong. the numbers you talked about included some m&a, but we were ahead of normal expectations, particularly on you are i.t. business. and what i would tell you is there was certainly a factor of that delay and deferral we talked about in september that actually came in strong in december. >> well, look, you go over the conference calls pretty extraordinary. you talk about europe. you say a lot of it's eastern europe, uk and germany. i mean, there has been weak demand for two years, but demand grew 20%? how is that possible? >> no, it was aided by a acquisition we closed early in the quarter overall. what i would tell you is on an organic basis, our european computer business is still down double digits year-on-year, though. >> that's fair, but you did say positive things about how this month's going. for your company and also that inventory's low, which i think is a great tell of 2013. >> well, we were very proud of the cash flow for the quarter and, of course,
CNBC
Jan 25, 2013 6:00pm EST
. to me what people don't realize is what the environment's just plain gotten better. think about the guests i had on the show last night, rick hamada the ceo of avnet. when izz his company reported he had very little o'good to say. rick came on the show and said that business was fundamentally sound and his company came in and was buying stock hand over fist after being out of the market when the stock was higher because it was now such a terrific opportunity in the high 20s. sure enough the report yesterday and it was terrific and yes the stock's down 35 and change. well above where it was before the previous shortfall. the moral of these stories this market forgives, forgets, and then goes higher. which is why most of the weakness you see in individual stocks are indeed b.o., buying opportunities. and boy, this b.o. smells good.
CNN
Jan 24, 2013 2:00am PST
friend. >> it's a stressful environment. >> reporter: outside pittsburgh when a water main broke in the middle of the night, single digit temperatures gushing watt near a sheet of ice. subzero temps aren't all bad if you like ice boating. skimming across the ice at speeds of up to 60 miles an hour in what looks like a menny kayak with a sail. for those who have to work outside -- >> as long as i bundle up, double bundle, i'm good. i have a lot of clothes on. >> reporter: maybe the best way to get by is thinking hot. >> key largo is a great place this time of year. >> reporter: ah, yes, key largo, been there many a time. let's look at the lowest temperatures overnight across the united states. check these out, mt. washington, new hampshire, 34 below, crane lake, minnesota, 27 below, sayre knack lake, new york, minus 23 and presque isle, maine, haven't been there yet, 23 below zero. out. we are balmy here by comparison. >> it's quite nice here and we should be counting our blessings. the folks we worry are the homeless. what are cities doing to help those who have absolutely nowher
CNBC
Jan 30, 2013 6:00am EST
interest rate environment -- i don't think we're done with it yet. i don't know how high the ten year will go. it touched 2%. can it go to 2.25? i don't know. i think that the low interest rate environment is not over for the long end of the market. i think that there's a possibility that we haven't even seen the low on the ten-year yield. you know -- >> what? >> a lot of stuff has to happen for that. >> nothing good. >> well, probably nothing good. no. i think we are reacting, you know, part of the -- one of the reasons that the market started it come down over the last few weeks was an interpretation of the minutes from the latest fed meeting that were taken as somewhat hawkish which i think was just a matter of a misinterpretation of the fed rather than the fed being hawkish. the fed in december did the most accommodative thing they have ever done. you know, they told us they'll be buying for some amount of time, $85 billion securities every month. and take the -- the balance sheet from the $2.9 trillion that it ended the year at, up, you know, annualized rate of an additional tril
FOX Business
Jan 24, 2013 11:00am EST
the environment we are seeing, the fact the we have tough earnings from apple waiting on the nasdaq which is a tech heavy composite index. we are seeing a winning day on wall street. phil flynn, the latest at the stock exchange in chicago. jeff: oil prices are rebounding from a big scare yesterday on the seaway pipeline. word that a glitch shut the pipeline down or reduced by half raised concerns that the flood in oklahoma would build back again. news today that it will be a short-term situation, they should get back to full capacity. 4,000 barrels a day by next week bringing the market back up. more oil down in the gulf of mexico is bullish. more in line with the global market to get the oil out the world, natural gas today, we have a bigger drawdown than expected, natural gas still down, a reversal on this cold weather. back to you. cheryl: we are looking at starbucks after dismal earnings reports, had come up with something to look at "after the bell" that might be decent, the real story with starbucks is stock over the past several months has gone up 20%. a lot of momentum to the upsi
FOX Business
Jan 24, 2013 1:00pm EST
've got to get back to an environment where we have positive business investment. the easiest way to do it by the way is look at the tax side. ashley: yeah. >> we can still have a tax structure that is completely progressive but we have to continue to focus on structures that will enhance the ability for, for businesses to invest. ashley: that's right. >> moving tax rates, capital gains and dividend taxes from 15 to 24%, and taxing the rich is not a pro-growth policy. ashley: have to leave it right there. ed lazear, thanks so much for joining us. really appreciate it. >> thank you. tracy: especially when the rich keep moving. ashley: that's right. good point. tracy: follow the golfers. as we do every 15 minutes we check the markets now. nicole petallides on the floor of the stock exchange. good day for the drugmakers, huh, nicole? >> it is. look at some names on the move after earnings, latest drugs, clinical trials and mostly good news here, look at bristol-myers up 2 1/2% for bmy. they did beat street expectations. they're posting gains doing very well with that. they settled claims w
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